Oxford Financial Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Oxford Financial Group’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$872K	Hold	35,661	–	–	0.05%	92
2025 Q1	$787K	Hold	35,661	–	–	0.06%	95
2024 Q4	$827K	Hold	35,661	–	–	0.05%	104
2024 Q3	$807K	Hold	35,661	–	–	0.05%	96
2024 Q2	$764K	Hold	35,661	–	–	0.05%	106
2024 Q1	$738K	Sell	35,661 -43,095	-55%	-$891K	0.05%	98
2023 Q4	$1.48M	Buy	78,756 +69,852	+785%	+$1.31M	0.11%	63
2023 Q3	$150K	Sell	8,904 -27,360	-75%	-$461K	0.01%	220
2023 Q2	$633K	Sell	36,264 -7,587	-17%	-$132K	0.06%	115
2023 Q1	$707K	Sell	43,851 -903	-2%	-$14.6K	0.08%	85
2022 Q4	$674K	Buy	44,754 +336	+0.8%	+$5.06K	0.08%	87
2022 Q3	$627K	Buy	44,418 +14,475	+48%	+$204K	0.09%	85
2022 Q2	$446K	Buy	29,943 +357	+1%	+$5.32K	0.07%	114
2022 Q1	$531K	Buy	29,586 +192	+0.7%	+$3.45K	0.07%	109
2021 Q4	$558K	Sell	29,394 -5,022	-15%	-$95.3K	0.06%	113
2021 Q3	$597K	Buy	34,416 +240	+0.7%	+$4.16K	0.08%	102
2021 Q2	$592K	Buy	34,176 +5,838	+21%	+$101K	0.08%	102
2021 Q1	$454K	Buy	28,338 +276	+1%	+$4.42K	0.06%	115
2020 Q4	$425K	Buy	28,062 +306	+1%	+$4.63K	0.06%	118
2020 Q3	$373K	Sell	27,756 -106,572	-79%	-$1.43M	0.06%	117
2020 Q2	$1.66M	Buy	134,328 +780	+0.6%	+$9.63K	0.28%	37
2020 Q1	$1.36M	Buy	133,548 +966	+0.7%	+$9.86K	0.27%	38
2019 Q4	$1.7M	Buy	132,582 +1,644	+1%	+$21K	0.47%	28
2019 Q3	$1.55M	Buy	130,938 +810	+0.6%	+$9.58K	0.49%	27
2019 Q2	$1.52M	Buy	130,128 +234	+0.2%	+$2.74K	0.5%	25
2019 Q1	$1.46M	Sell	129,894 -13,110	-9%	-$148K	0.52%	25
2018 Q4	$1.42M	Buy	143,004 +1,500	+1%	+$14.9K	0.46%	22
2018 Q3	$1.64M	Buy	141,504 +14,544	+11%	+$169K	0.76%	14
2018 Q2	$1.38M	Buy	126,960 +276	+0.2%	+$2.99K	0.71%	14
2018 Q1	$1.33M	Buy	126,684 +37,038	+41%	+$389K	0.76%	14
2017 Q4	$953K	Buy	89,646 +588	+0.7%	+$6.25K	0.65%	15
2017 Q3	$891K	Buy	89,058 +582	+0.7%	+$5.82K	0.61%	17
2017 Q2	$852K	Buy	88,476 +564	+0.6%	+$5.43K	0.65%	15
2017 Q1	$824K	Buy	+87,912	New	+$824K	0.72%	15